Margaret McVan

VP, Client Experience at STRATA Trust Company

Margaret McVan is the current Vice President of Client Experience at STRATA Trust Company. Margaret has held this position since October 2010. Prior to their current role, Margaret was the Director of Client Experience at STRATA Trust Company from July 2009 to October 2010. In this role, they were responsible for assisting the supervisor with client services and overseeing the daily operations of the company. Margaret began their career at Sterling Trust Company in April 2001 as an Accounting Clerk. Margaret was promoted to Senior Representative - Operations in June 2005 and held this position until July 2009 when they left to join Equity Trust Company as the Assistant Supervisor Client Services.

Margaret McVan attended St. Edward's University, where they earned a Bachelor of Science in Business Administration, Management, and Operations. Margaret also holds a certification from CompTIA in CompTIA Project+ Certification.

A direct report to Margaret McVan is and Stacy Fikes - Client Services Manager. Some of their coworkers include Crissy Forrester - Operations Processing Manager, Melissa Coffman - New Investment & Purchase Manager, and Dena Mayo - Director of Marketing. Margaret McVan reports to Kelli Click, President.

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Timeline

  • VP, Client Experience

    Current role

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